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The business can set criteria for generating invoices automatically based on the billing frequency. Whenever the criteria are met based on the specified settings and status, auto-generating invoicing is possible. This integration automates invoice generation based on a customer or an organization’s billing frequency.

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Connect your Auto Invoice Generator with Zuper

  1. Open a new tab in your browser once logged in to your Zuper Account. Click on your Profile Picture in the top right corner of the screen and select the “App Store.”
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  1. Under the “Browse by Category”, select the “Power Apps” option and choose “Invoice Auto Generator.”
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  1. Click on the “Install Invoice Auto Generator” button.
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  1. Update Auto Invoice Generator Settings by configuring the following fields:
  • Job Status(Mandatory Field) – Enter the job status for which you want to configure the auto-generation of the invoice.   
    Note: You can enter multiple statuses using the comma (,) separator.
  • Billing Module (Mandatory Field) – Select the module from the drop-down box to confirm the module from which the billing should be considered.
  • Default Billing Period (Mandatory Field) – Select the default billing period for the auto invoice generation.
  • Billing Frequency Custom Field (Optional Field) – Enter the custom field name for the billing frequency. (This is applicable when you choose “Organization” as the option in step (b).)
  • Default Payment Term (Mandatory Field) – Enter the invoice payment term.
  • Invoice Template Name (Optional Field) – Enter the template name of the invoice.
  • Zuper API Key (Mandatory Field) – Enter the Zuper API key.(Click here: How to generate Zuper API Key).
  • Select the “Update” button to connect the Auto Invoice Generator app with Zuper. 
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Zuper – Auto Invoice Generator Integration work

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Customer Module:

  1. Log in to your Zuper account and open the customer’s module from the left panel. You view the customer’s account details from the right section. 
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Organization Module

  1. Log in to your Zuper account and open the organization’s module from the left panel. You view the organization’s account details from the right section. 
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Jobs Module

  1. Open the Jobs module and select the Job Details page. You can view the “Completed” status of the Job.
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Invoice Module

  1. You can view the auto-generated invoice based on your configured settings.
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Uninstall Invoice Auto Generator from Zuper

  1. Open a new tab in your browser once logged in to your Zuper Account. Click your Profile Picture in the top right corner of the screen and select the “App Store.”
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  1. Under the “Browse by Category,” select the “Power Apps” option and choose “Invoice Auto Generator.”
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  1. Click on the “Uninstall App” button.
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  1. The Auto Invoice Generator app will be uninstalled successfully. 
Invoice Auto6 Pn The invoice auto-generator helps automate the generation of invoices based on pre-defined settings. With this process, manual intervention in the invoice process is prevented, and customers receive their invoices on time.